Copper, Trello Integrations

Trello
Copper
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Triggers

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Trello

Watch activities INSTANT

Triggers when a new activity occurs.

Trello

Watch activities

Triggers when a new activity occurs.

Trello

Watch attachments

Triggers when a new attachment is added to a card.

Trello

Watch boards

Triggers when a new board is added.

Trello

Watch cards

Triggers when a new card is added.

Trello

Watch comments

Triggers when a new comment is added.

Trello

Watch notifications

Triggers when you have a new notification.

Actions

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Trello

Create a card

Creates a new card.

Trello

Edit a card

Edits an existing card.

Trello

Archive a card

Archives a card.

Trello

Unarchive a card

Unarchives a card/sends a card back to a board.

Trello

Search for cards

Returns cards matching the search query.

Trello

Get a card

Retrieves a card by ID.

Trello

Move a card

Moves a card to an existing list or board.

Trello

Create a checklist

Creates a checklist on a given card.

Trello

Create a checklist item

Creates a checklist item.

Trello

Add an attachment

Adds an attachment to a card.

Trello

Add a member to a card

Adds a selected member to a card.

Trello

Remove a member from a card

Removes a selected member from a card.

Trello

Create a list

Creates a new list.

Trello

Edit a list

Edits an existing list.

Trello

Archive a list

Archives a list.

Trello

Get board lists

Retrieves all lists from a given board.

Trello

Get a list

Retrieves a list by ID.

Trello

Create a board

Creates a new board.

Trello

Edit a board

Edits an existing board.

Trello

Archive a board

Archives a board.

Trello

Search for boards

Returns boards matching the search query.

Trello

Assign a member to a board

Assigns a specific member to a board.

Trello

Unassign a member from a board

Unassigns a specific member from a board.

Trello

Create a comment

Creates a comment on a specified card.

Trello

Edit a comment

Edits an existing comment.

Trello

Delete a comment

Deletes a comment.

Trello

List comments

Retrieves a list of comments for a card.

Trello

Create a label

Creates a new label.

Trello

Edit a label

Edits an existing label.

Trello

Delete a label

Deletes a label.

Trello

Add a label to a card

Adds an existing label to a card.

Trello

Remove a label from a card

Removes a label from a card.

Trello

Retrieve labels

Retrieves all labels from a board.

Trello

Delete an attachment

Deletes an attachment from a card.

Searches

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

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